Cordatus Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Buy |
|
|||||
|
2025
Q2 | $606K | Sell |
|
|||||
|
2025
Q1 | $629K | Buy |
|
|||||
|
2024
Q4 | $522K | Buy |
|
|||||
|
2024
Q3 | $518K | Buy |
|
|||||
|
2024
Q2 | $444K | Buy |
|
|||||
|
2024
Q1 | $423K | Buy |
|
|||||
|
2023
Q4 | $421K | Sell |
|
|||||
|
2023
Q3 | $394K | Sell |
|
|||||
|
2023
Q2 | $409K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $1.92M | Sell |
|
|||||
|
2018
Q4 | $1.85M | Buy |
|